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BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $1.87B
1-Year Est. Return 37.01%
This Fund
S&P 500
This Quarter Est. Return
+13.77%
1 Year Est. Return
+37.01%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.13B
AUM Growth
–
Cap. Flow
+$1.97B
Cap. Flow %
92.3%
Top 10 Hldgs %
24.69%
Holding
1,037
New
1,037
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$88.1M
2
AAPL icon
Apple
AAPL
+$76.5M
3
AMZN icon
Amazon
AMZN
+$53.3M
4
MSFT icon
Microsoft
MSFT
+$52.8M
5
META icon
Meta Platforms (Facebook)
META
+$41M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 21.01%
2 Financials 6.9%
3 Consumer Discretionary 5.84%
4 Communication Services 5.65%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEM icon
501
Newmont
NEM
$98.7B
$548K 0.03%
+9,406
New +$502K
BUI icon
502
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$727M
$547K 0.03%
+21,242
New +$502K
AIG icon
503
American International
AIG
$41.7B
$544K 0.03%
+6,350
New +$529K
AMCR icon
504
Amcor
AMCR
$20.8B
$541K 0.03%
+11,779
New +$543K
VLUE icon
505
iShares MSCI USA Value Factor ETF
VLUE
$9.17B
$541K 0.03%
+4,775
New +$504K
PEG icon
506
Public Service Enterprise Group
PEG
$38.2B
$539K 0.03%
+6,403
New +$516K
NXPI icon
507
NXP Semiconductors
NXPI
$57.8B
$535K 0.03%
+2,446
New +$478K
CDNS icon
508
Cadence Design Systems
CDNS
$93.6B
$534K 0.03%
+1,732
New +$504K
VHT icon
509
Vanguard Health Care ETF
VHT
$18.1B
$532K 0.03%
+2,141
New +$529K
GLW icon
510
Corning
GLW
$119B
$531K 0.02%
+10,092
New +$472K
ROK icon
511
Rockwell Automation
ROK
$53.4B
$527K 0.02%
+1,585
New +$452K
QYLD icon
512
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.11B
$526K 0.02%
+31,444
New +$514K
VFH icon
513
Vanguard Financials ETF
VFH
$13.5B
$526K 0.02%
+4,128
New +$492K
ESGE icon
514
iShares ESG Aware MSCI EM ETF
ESGE
$6.58B
$523K 0.02%
+13,363
New +$484K
FTEC icon
515
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
$523K 0.02%
+2,651
New +$459K
APAM icon
516
Artisan Partners
APAM
$2.79B
$522K 0.02%
+11,772
New +$470K
FDIS icon
517
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$521K 0.02%
+5,536
New +$488K
VDC icon
518
Vanguard Consumer Staples ETF
VDC
$7.97B
$520K 0.02%
+2,374
New +$520K
DOCS icon
519
Doximity
DOCS
$3.76B
$519K 0.02%
+8,465
New +$472K
MGM icon
520
MGM Resorts International
MGM
$11.4B
$519K 0.02%
+15,091
New +$479K
FV icon
521
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$514K 0.02%
+8,668
New +$483K
HII icon
522
Huntington Ingalls Industries
HII
$12.9B
$513K 0.02%
+2,125
New +$475K
AVEM icon
523
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
$510K 0.02%
+7,439
New +$469K
FIX icon
524
Comfort Systems
FIX
$60.9B
$505K 0.02%
+942
New +$410K
SUN icon
525
Sunoco
SUN
$14.4B
$503K 0.02%
+9,387
New +$518K
19 20
21
22 23

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BCIM
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PCP
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EAM
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ACM
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WRBC
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B. Riley Wealth Advisors's Q2 2025 Portfolio in Review

Q2 2025 is the first quarter with a 13F filing on record for B. Riley Wealth Advisors, which disclosed 1,037 positions worth $2.13B. Its ten largest holdings account for 25% of the portfolio.

Its largest position is NVIDIA: 699,757 shares worth $111M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Financials and Consumer Discretionary.

  • B. Riley Wealth Advisors's largest Q2 2025 buy was NVIDIA: 699,757 shares worth $111M.
  • B. Riley Wealth Advisors's ten largest holdings make up 25% of its $2.13B portfolio in Q2 2025.
  • B. Riley Wealth Advisors disclosed 1,037 positions in Q2 2025, its first 13F filing on record.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.